AXA Framlington Global Sustainable Managed Fund - Z Accumulation

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

240.70p

arrow-up0.10p (+0.04%)

Fund Code

FMMAA

B7MMHK1

GB00B7MMHK16

Prices updated as at 16 Oct 2024

Prices in GBX

Investment objective

The aim of this Fund is to: (i) provide long-term capital growth over a period of 5 years or more; and (ii) invest in companies which have leading or improving environmental, social and governance (ESG) practices, in line with the selection criteria. The Fund invests in shares of listed companies which the Manager believes will provide above-average returns, relative to their industry peers. The Fund invests in companies of any size and based anywhere in the world (including emerging markets).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 17 Oct 2024, 02:10

10Y

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
30 Sep 13 - 30 Sep 14	6.10	6.31
30 Sep 14 - 30 Sep 15	0.39	0.07
30 Sep 15 - 30 Sep 16	17.07	15.70
30 Sep 16 - 30 Sep 17	9.03	9.07
30 Sep 17 - 30 Sep 18	6.32	5.10
30 Sep 18 - 30 Sep 19	7.16	3.86
30 Sep 19 - 30 Sep 20	4.52	-0.10
30 Sep 20 - 30 Sep 21	15.56	16.49
30 Sep 21 - 30 Sep 22	-16.23	-10.24
30 Sep 22 - 30 Sep 23	8.14	5.13
30 Sep 23 - 30 Sep 24	17.27	14.19

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.54	0.28
1 Month	1.39	1.67
3 Months	1.73	1.79
6 Months	5.90	4.93
1 Year	18.76	14.58
3 Years annualised	2.63	3.06
5 Years annualised	5.63	5.17

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.